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Technology Stocks : Energy Conversion Devices

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To: Steve who wrote (5163)8/23/2000 2:30:37 PM
From: wily  Read Replies (2) of 8393
 
If/when Intel's plans for OUM become clearer to the general investing public, we should profit quickly.

DEFINITELY!!! This has 3X Rambus potential, IMO. NOBODY KNOWS ABOUT OUM. It is being developed quietly. There has been years and years of news and PR's on holy grail MRAM and not a thing on OUM. The cat is still in the bag, bound and gagged.

IMO, when they get a demo chip, then they will start marketing OUM to the chip manufacturers and to the public. Tyler has indicated he wants an OUM fab, so there may be a public offering of Ovonyx stock to raise that capital, and obviously, OUM would get promoted. I'm not positive that they will go the IPO route -- just a guess.

If you haven't listened to the Lowrey interview, here it is:
wallstreetreporter.com

That news release regarding the Stempel share registration is odd -- I don't think I've ever seen that type of thing.

wily
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